Do Not Sell My Personal Information

Avance Private Wealth does not sell, rent, trade, or otherwise share your personal information with third parties for their own commercial or marketing purposes. This has always been our practice and reflects our obligations as a registered investment adviser under federal and state law.

The personal information you provide — including your name, email address, phone number, and financial details — is used solely to deliver advisory services, respond to your inquiries, and communicate with you about your engagement with our firm. It is never disclosed to data brokers, advertising networks, or any other party for commercial gain.

If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA) regarding your personal information. Because we do not sell your data, there is nothing to opt out of. However, you may still contact us to:

• —Request a copy of the personal information we hold about you
• —Request deletion of your personal information
• —Ask questions about how your information is used

To exercise any of these rights, contact us at info@avanceprivate.co. We will respond within 45 days as required by applicable law.